Claire has a really good handle on all my financial affairs.
They’re not the cheapest financial planners by any means, but I’m happy to pay a fee that is fair and transparent.
I also like Claire’s ethics and the way Quantum Financial charge their clients.
Claire acts as my financial controller. She’s proactive and sorts out my personal and business tax obligations.
Level of communication and transparency is nothing short of outstanding.
I would be grateful to receive financial advice from Clare Mackay, who I believe is the best independent financial advisor in Australia through my research, on how to manage the windfall gain on the sale of our small business early this year and also how to manage funds in our foundation that we have just set up.
It is a great relief to feel completely confident that Quantum is doing the best possible with our finance.
I feel that Claire goes above and beyond her professional duty, and I’m very grateful for that.
Claire takes a major burden off my shoulders and gives me peace of mind.
They are here for us, willing and ready to listen and help.